How to import IB-related data

Learn how to import IB details into B2CORE from CSV files using predefined formats and import actions

To import data:

1

Prepare a CSV file to import

The file must contain the following fields:

Header	Description	Example
IB Email `required`	The email address of an existing client that will be added as an IB partner.	[email protected]
Client Email `required`	The email address of an existing client that will be added as a client referred by the partner.	[email protected]
IB Type ID `required`	The identifier of an IB program. To find IB type IDs, go to Introducing brokers > Programs > Types and export the existing types. The required IDs will be available in the exported file.	10

Download the template_import_ibs.csv file that you can use to verify that your CSV file includes the correct headers and data formats. You can use a semicolon or tab as a delimiter instead of a comma in your file.

75B

template_import_ibs.csv

2

Create an import operation

1. Go to System > Import data.

2. Click +Create in the upper-right page corner.

3

Fill out the form

1. In the Title field, enter a name that you want to assign to your data import operation.

2. In the Description field, optionally enter a short description for your import operation.

3. From the Action dropdown, select import-ibs — to import IB-related data for existing clients.

4. In the Delimiter dropdown, select a delimiter character you used to separate data in your prepared CSV file (such as comma, semicolon, or tab).

4

Upload the CSV file

Click Browse and select your prepared CSV file for data import.

5

Run the data import

Click Save to start the import operation.

Mind that all fields in the CSV file are required. If any of the fields are missing, the import operation will fail.

During the data import:

• If an email address specified as IB Email exists in B2CORE, this client will be added as an IB partner and the IB-related data will be imported for that client.

• If an email address specified as IB Email doesn’t exist in B2CORE, the IB-related data won't be imported.

After the import operation is finished, you can check its status and click the Edit button located in the import operation row to view the Log messages and Error messages fields listing the details about the records that were successfully imported as well as errors that occurred during import.